Urban Financial Advisory Corp

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q2 2026
Holdings value ($000)
362,866
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 54 362,866 13F-HR Urban Financial Advisory Corp
Q1 2026 5/8/2026 57 282,871 13F-HR Urban Financial Advisory Corp
Q4 2025 2/4/2026 54 254,671 13F-HR Urban Financial Advisory Corp
Q3 2025 11/21/2025 52 214,678 13F-HR Urban Financial Advisory Corp
Q2 2025 8/15/2025 48 198,961 13F-HR Urban Financial Advisory Corp
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.479 K 1.0% 1.526 K 0 1.526 K
ETFs 359.4 K 99.0% 78.47 K 0 78.47 K
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
362,866
Holdings
54
QoQ value change ($000)
79,995 (28.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.